Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$158M
3
+$145M
4
MO icon
Altria Group
MO
+$142M
5
SCHW icon
Charles Schwab
SCHW
+$137M

Top Sells

1
+$175M
2
+$119M
3
+$112M
4
TGT icon
Target
TGT
+$112M
5
MRK icon
Merck
MRK
+$110M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3.92M 0.01%
43,191
-84
927
$3.92M 0.01%
68,975
-577
928
$3.92M 0.01%
39,099
-2,140
929
$3.92M 0.01%
20,336
-1,488
930
$3.9M 0.01%
62,287
+823
931
$3.9M 0.01%
18,820
-452
932
$3.9M 0.01%
231,759
+96,151
933
$3.89M 0.01%
244,876
+21,807
934
$3.88M 0.01%
202,520
+2,236
935
$3.88M 0.01%
178,668
+30,426
936
$3.87M 0.01%
54,514
-5,064
937
$3.87M 0.01%
100,190
-1,292
938
$3.87M 0.01%
55,870
-3,680
939
$3.86M 0.01%
17,655
-2,033
940
$3.84M 0.01%
60,718
+751
941
$3.84M 0.01%
7,114
-317
942
$3.84M 0.01%
43,581
-1,922
943
$3.83M 0.01%
29,542
-1,897
944
$3.83M 0.01%
16,348
-784
945
$3.82M 0.01%
114,255
-43,207
946
$3.82M 0.01%
76,852
-9,427
947
$3.81M 0.01%
58,229
-42
948
$3.8M 0.01%
31,418
-2,097
949
$3.79M 0.01%
256,964
+34,968
950
$3.77M 0.01%
30,415
-3,509
36 37
38
39 40